Civic Intelligence

Rocky Mount Rotary Charitable Trust

EIN 83-0398757 • 501(c)3 • Rocky Mount, NC

Pub. 78 Eligible990-N Coverage

Profile

Part iii organization's primary exempt purpose create and operate a monetary fund to support projects identified with rotary international as charitable and benefitting the needs of humanity, i.e. Relief from suffering caused by natural disasters occuring throughout this and other rotary districts, education, health and hunger causes as such needs are identified by the president of the rocky mount rotary club and by the rocky mount rotary club.

PO Box 7084Rocky Mount, NC 27804

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2025

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2025

Net Margin

71st percentile

16%

Higher net margin than 71% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2025

Top Officer Pay

84th percentile

$0

Higher top officer pay than 84% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

501(c)3 • <$500k nonprofits • Source year 2019

Asset Growth

69th percentile

11%

Faster asset growth than 69% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Revenue Growth

62nd percentile

8.5%

Faster revenue growth than 62% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Assets

Up

$182,395

Up $18,281 (+11%) from 2024

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

Up

$182,395

Up $18,281 (+11%) from 2024

Revenue

Up

$112,941

Up $8,819 (+8.5%) from 2024

Expenses

Down

$94,661

Down $10,644 (-10%) from 2024

Net Income

Up

$18,280

Up $19,463 (+1645%) from 2024

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$200K$150K$100K$50K$0Assets 2016: $41,767Net Assets 2016: $41,7672016Assets 2017: $60,017Net Assets 2017: $60,0172017Assets 2018: $104,658Net Assets 2018: $104,6582018Assets 2019: $128,411Net Assets 2019: $128,4112019Assets 2020: $111,682Net Assets 2020: $111,6822020Assets 2021: $82,220Net Assets 2021: $82,2202021Assets 2022: $143,776Net Assets 2022: $143,7762022Assets 2023: $165,297Net Assets 2023: $165,2972023Assets 2024: $164,114Net Assets 2024: $164,1142024Assets 2025: $182,395Net Assets 2025: $182,3952025

Highlighted filing

2025

Assets$182,395
Liabilities-
Net Assets$182,395

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$150K$100K$50K$0-$50KRevenue 2016: $40,7082016Revenue 2017: $55,149Expenses 2017: $36,900Net Income 2017: $18,2492017Revenue 2018: $96,294Expenses 2018: $51,652Net Income 2018: $44,6422018Revenue 2019: $111,536Expenses 2019: $87,784Net Income 2019: $23,7522019Revenue 2020: $76,827Expenses 2020: $93,557Net Income 2020: -$16,7302020Revenue 2021: $22,420Expenses 2021: $51,883Net Income 2021: -$29,4632021Revenue 2022: $91,780Expenses 2022: $30,224Net Income 2022: $61,5562022Revenue 2023: $111,734Expenses 2023: $90,212Net Income 2023: $21,5222023Revenue 2024: $104,122Expenses 2024: $105,305Net Income 2024: -$1,1832024Revenue 2025: $112,941Expenses 2025: $94,661Net Income 2025: $18,2802025

Highlighted filing

2025

Revenue$112,941
Expenses$94,661
Net Income$18,280

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Nov 6, 2025
Return Version
2024v5.0
Gross Receipts
$134,712
Mission and Program Overview

Mission

Part iii organization's primary exempt purpose create and operate a monetary fund to support projects identified with rotary international as charitable and benefitting the needs of humanity, i.e. Relief from suffering caused by natural disasters occuring throughout this and other rotary districts, education, health and hunger causes as such needs are identified by the president of the rocky mount rotary club and by the rocky mount rotary club.

Program Services

DescriptionGrantsExpenses
TACKLE THE TAR, A 5K OBSTACLE COURSE CHALLENGE, WAS HELD IN MAY 2025 WITH NET PROCEEDS TO PROVIDE SCHOLARSHIP FUNDS TO THREE AREA COLLEGES. THE EVENT HOSTED APPROXIMATELY 924 RUNNERS. A TOTAL OF 90,000 IN SCHOLARSHIPS WERE AWARDED EQUALLY TO THREE AREA COLLEGES IN OCTOBER 2024.$90,000$90,000
FIRST RESPONDERS APPRECIATION EVENT IS NO LONGER AN ACTIVITY SPONSORED BY THE ORGANIZATION. AS A RESULT, THE DONOR REQUESTED A CONTRIBUTION BE MADE OF 4400 TO TWO EDUCATIONAL INSTITUTIONS; THE REMAINING FUNDS (3002) WERE TRANSFERRED TO PSA 1, TACKLE THE TAR- A 5K OBSTACLE COURSE CHALLENGE, FOR A DESIGNATED FIRST RESPONDERS HEAT.$4,400$4,400
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
JAMIE THARRINGTONTreasurer-$0--
LYN BROWNAsst Secreta-$0--
JOE GALLIGANAsst Treasur-$0--
DR JEAN WHITESecretary-$0--
ROBBIE DAVISPresident-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Mud Run-tackle$131,467$55,553$5,574$49,979
Total Events$131,467$55,553$21,771$33,782
Filing and Contact Details

Filer

Filer Name
Rocky Mount Rotary Charitable Trust
EIN
83-0398757
Phone
2529031259
Address
PO BOX 7084, ROCKY MOUNT, NC 27804

Signing Officer

Name
Robbie Davis
Title
President
Phone
2525445003
Signed
2025-11-06
Discuss with paid preparer
Yes

Preparer

Firm
Bunch & Company Llp
Address
PO BOX 7608, ROCKY MOUNT, NC 27804-0608
Preparer
Terri W Sharpe CPA
Phone
2524430551
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 10

Name: nash community college address: 522 n. Old carriage road rocky mount, nc 27804 cash contribution: 30,000 name: edgecombe community college address: 225 tarboro street rocky mount, nc 27801 cash contribution: 30,000 name: north carolina wesleyan college inc address: 3400 n. Wesleyan blvd rocky mount, nc 27804 cash contribution: 30,000

Form 990-ez, Part I, Line 16

Expenses bank fees 5 po box rental 256 total 261

Form 990-ez, Part II, Line 24

Accounts receivable 5,700 0 total 5,700 0

Form 990-ez, Part III

Part iii organization's primary exempt purpose create and operate a monetary fund to support projects identified with rotary international as charitable and benefitting the needs of humanity, i.e. Relief from suffering caused by natural disasters occuring throughout this and other rotary districts, education, health and hunger causes as such needs are identified by the president of the rocky mount rotary club and by the rocky mount rotary club.

Form 990-ez, Part III, Line 28

Tackle the tar, a 5k obstacle course challenge, was held in may 2025 with net proceeds to provide scholarship funds to three area colleges. The event hosted approximately 924 runners. A total of 90,000 in scholarships were awarded equally to three area colleges in october 2024.

Form 990-ez, Part III, Line 29

First responders appreciation event is no longer an activity sponsored by the organization. As a result, the donor requested a contribution be made of 4400 to two educational institutions; the remaining funds (3002) were transferred to psa 1, tackle the tar- a 5k obstacle course challenge, for a designated first responders heat.

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This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0NAME: NASH COMMUNITY COLLEGE ADDRESS: 522 N. OLD CARRIAGE ROAD ROCKY MOUNT, NC 27804 CASH CONTRIBUTION: 30,000 NAME: EDGECOMBE COMMUNITY COLLEGE ADDRESS: 225 TARBORO STREET ROCKY MOUNT, NC 27801 CASH CONTRIBUTION: 30,000 NAME: NORTH CAROLINA WESLEYAN COLLEGE INC ADDRESS: 3400 N. WESLEYAN BLVD ROCKY MOUNT, NC 27804 CASH CONTRIBUTION: 30,000
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ACCOUNTS RECEIVABLE 5,700 0 TOTAL 5,700 0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3PART III ORGANIZATION'S PRIMARY EXEMPT PURPOSE CREATE AND OPERATE A MONETARY FUND TO SUPPORT PROJECTS IDENTIFIED WITH ROTARY INTERNATIONAL AS CHARITABLE AND BENEFITTING THE NEEDS OF HUMANITY, I.E. RELIEF FROM SUFFERING CAUSED BY NATURAL DISASTERS OCCURING THROUGHOUT THIS AND OTHER ROTARY DISTRICTS, EDUCATION, HEALTH AND HUNGER CAUSES AS SUCH NEEDS ARE IDENTIFIED BY THE PRESIDENT OF THE ROCKY MOUNT ROTARY CLUB AND BY THE ROCKY MOUNT ROTARY CLUB.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4TACKLE THE TAR, A 5K OBSTACLE COURSE CHALLENGE, WAS HELD IN MAY 2025 WITH NET PROCEEDS TO PROVIDE SCHOLARSHIP FUNDS TO THREE AREA COLLEGES. THE EVENT HOSTED APPROXIMATELY 924 RUNNERS. A TOTAL OF 90,000 IN SCHOLARSHIPS WERE AWARDED EQUALLY TO THREE AREA COLLEGES IN OCTOBER 2024.
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART III
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